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Guardian Wealth Advisors (North Carolina)’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Guardian Wealth Advisors (North Carolina)’s Portfolio IUSB Stock Details IUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$179K Sell
3,866
-6,962
-64% -$324K 0.01% 357
2025
Q4 		$504K Sell
10,828
-3,136
-22% -$147K 0.03% 213
2025
Q3 		$652K Sell
13,964
-298,336
-96% -$13.8M 0.04% 181
2025
Q2 		$14.4M Sell
312,300
-119,417
-28% -$5.45M 1.02% 22
2025
Q1 		$19.9M Buy
431,717
+11,232
+3% +$512K 1.59% 15
2024
Q4 		$19M Buy
+420,485
New +$19.3M 1.5% 15
2023
Q3 		– Sell
-658
Closed -$29.9K – 436
2023
Q2 		$29.9K Hold
658
– – 0.01% 306
2023
Q1 		$30.4K Hold
658
– – 0.01% 295
2022
Q4 		$29.6K Buy
+658
New +$29.4K 0.01% 279

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s IUSB Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 64% in Q1 2026, selling an estimated $324K and leaving 3,866 shares worth $179K. The position accounts for 0.01% of the portfolio, ranked #357.

Guardian Wealth Advisors (North Carolina) first reported a position in IUSB in Q4 2022 and has held it in 9 quarters since. The position peaked at $19.9M in Q1 2025. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 3,866 shares of iShares Core Universal USD Bond ETF worth $179K as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) sold 6,962 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $324K.
  • iShares Core Universal USD Bond ETF made up 0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #357 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in iShares Core Universal USD Bond ETF in Q4 2022 and has held it in 9 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s iShares Core Universal USD Bond ETF position peaked at $19.9M in Q1 2025.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.